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Shipping industry, do your thing
Citrini@citrini
Does anyone following us work in shipping insurance, bunkering or petrochemicals? Shoot me a DM if so.
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MercuriaPanda
11.4K posts
MercuriaPanda
@healy_trader
Investor, likes pandas too. Self-described commodity tourist working to be a citizen in the near future. Profile picture credit: Peter Burdon
Washington DC Katılım Haziran 2019
1.3K Takip Edilen1.5K Takipçiler
@OddDiligence They’re coming out with a merch store soon as well
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$VG short thesis in 1 picture
Steve Hou@stevehou
Venture Global LNG exporter advertising in LaGuardia. $VG
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@YellowLabLife @respeculator This is tangential, but whatever happened to ARG International’s (started up by the guy who used to run Century) purchase of New Madrid?
Seems like the 2024 shutdown was the end of it. Unfortunate that ARG couldn’t keep running it for 2026
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The koala think it and @respeculator should drunk dial Gary and bid for Glencore’s remaining stake in Century $cenx but something about the events of the weekend tells the marsupial it’s not for sale at Friday’s closing price
Respeculator@respeculator
@pipedreams24 Was gona ape into CENX Monday 🦍 🦍
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Last 7d vs last 3mo
I was in Brazil so I think the algo is either locking me to my local IP's country
Or my Brazil tweets took off in Brazil
@levelsio@levelsio
My worst fear is @X will start to lock our content to the countries we are staying in There was that announcement revenue sharing would be tied to your own country's views more As a person that's lived all over the world, my content was always for a global audience and there's just no logic locking that to for ex Portugal where I live or Brazil and Thailand where I travel (and everywhere else) I want to talk to everyone around the world! 🌎 🌍 🌏
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@SniffRocks @ColdmanSax Re $BRE, 100% agree. What is your view on it after the Amargosa spinoff?
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@ColdmanSax $BRE best critical mineral project by far, in the country nothing like it globally. $SGQ Nb/REE, $VMM REE
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I would suggest doing work on South American critical minerals projects as an explicit focus.
This is a continent with enormous mineral endowment, elections swinging back to the middle/right, and the Donroe Doctrine ramping up in a very serious way.
Don't overthink this.
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OK OK, SOMEONE DID IT WORSE... LOOK AT THAT PHOTO !!!!!! WHAT IN THE NAME OF HELL IS THAT THING
The Cradle@TheCradleMedia
A Japanese liquefied natural gas tanker, the Panama-flagged Sohar LNG, has safely passed through the Strait of Hormuz with all crew unharmed, Mitsui O.S.K. Lines said, marking the first Japanese vessel to exit the strait since the US-Israeli war on Iran began, though the company declined to give details on timing or special arrangements.
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The great mystery of what will $STNG do with excess cash has been solved.
Bugbee was bored by everyone who suggested buybacks, newbuilds, secondhands, etc.
Only one person remained…
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Yttrium... $6/kg at the start of 2025 to $900/kg...
150x on the commodity itself
Jaw dropping
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All I want for Christmas is a big aluminium smelter with a nuke nearby to power it.
Oh, wait ...
First Squawk@FirstSquawk
FRENCH FINANCE MINISTER ROLAND LESCURE SAYS NEW MEASURES TO SUPPORT DATA CENTER INSTALLATIONS IN FRANCE WILL BE ANNOUNCED SOON.
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Lastly regarding ammonia:
OCP has a 100kt/yr green ammonia facility targeted for 2026.
The longer the conflict goes on, the easier it gets to pitch any financier on reducing dependence on Gulf ammonia. Accelerated capex wen?
5/5
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Don't need to say too much on the Jorf Lasfar complex, but it truly is incredible and is fed by a dedicated pipeline from Khouribga.
4/x
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An opportunity indeed: specifically for OCP Group (Morocco's state-owned phosphate producer)
OCP has the world's largest reserves, integrated port complex, distribution embedded in food systems across the continent, and a green ammonia program that just got easier to fund
1/x
Dr. J. Peter Pham 🇺🇲@DrJPPham
While the #Iran🇮🇷 conflict has squeezed some countries in #Africa, I pointed out to @politico that the crisis also present new possibilities for others like oil-producing #Angola🇦🇴 & phosphate exporter #Morocco🇲🇦. “It’s an opportunity to realign.” politi.co/4v5wNXc
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Don’t think this is what most are intending by pushing the ACCC to ease competition rules, but are any in favor of a fuel co-op?
Primary concerns would be sharing diesel inventory data across competitors and majors effectively subsidizing smaller operators (could see concessions here).
Bloomberg@business
Australia’s parliament passed legislation empowering the country’s export credit agency to physically buy, stockpile and sell fuels alongside critical minerals, as the country suffers energy shortages triggered by the Middle East conflict bloomberg.com/news/articles/…
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All of them are waiting for “Iran's order” to pass through the Strait of Hormuz, NOT America!
Say hi to the new world order 🔥
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Sources tell the eucalyptus tree that BHP is considering a bid for South32
Rationale for attempted reunification being the base metals growth pipeline of S32 will help ensure BHP's EBITDA mix is >50% copper/base metals going forward as it was in the last half year results
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